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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
626
Crestwood Advisors Group
Massachusetts
$294K – – –
LFS
627
Legacy Financial Strategies
Kansas
$289K – – –
RIA
628
Regal Investment Advisors
Michigan
$289K – – –
RA
629
Ruggaard & Associates
Ohio
$287K – – –
AWG
630
Altus Wealth Group
Colorado
$286K – – –
RWMH
631
Riverpoint Wealth Management Holdings
Illinois
$284K – – –
SDJVC
632
St. Denis J. Villere & Co
Louisiana
$284K – – –
MCA
633
Maryland Capital Advisors
Maryland
$283K – – –
MWM
634
Modern Wealth Management
Kansas
$283K -$73.4K -537 -21%
CCC
635
Compass Capital Corp
Massachusetts
$282K – – –
SW
636
SkyOak Wealth
Michigan
$280K -$6.97K -51 -2%
FT
637
Fiduciary Trust
Massachusetts
$280K – – –
MC
638
Moors & Cabot
Massachusetts
$277K -$33.8K -247 -11%
KFI
639
Key Financial Inc
Pennsylvania
$276K +$547 +4 +0.2%
FHB
640
First Hawaiian Bank
Hawaii
$274K – – –
SFG
641
Snider Financial Group
Washington
$273K +$410 +3 +0.2%
EPM
642
Elm Partners Management
Pennsylvania
$272K +$5.88K +43 +2%
MA
643
MONECO Advisors
Connecticut
$271K – – –
GWM
644
GSB Wealth Management
Connecticut
$270K +$957 +7 +0.4%
SAM
645
Strive Asset Management
Ohio
$269K -$350K -2,564 -57%
OIA
646
OneDigital Investment Advisors
Kansas
$266K +$261K +1,907 New
LFAS
647
Level Four Advisory Services
Texas
$266K +$22.6K +165 +9%
VCA
648
Verdence Capital Advisors
Maryland
$266K – – –
PFM
649
Peak Financial Management
Massachusetts
$265K -$27.3K -200 -10%
IIL
650
Insight Inv LLC
California
$260K -$14.4K -105 -5%
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